See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,878 | $77,634+59.6% | $156,549-20.9% | $62,891+97.0% |
| Participation rate | 94.9% | 71.2%+23.7pp | 84.0%+10.9pp | 69.3%+25.6pp |
| Annual return | 0.56% | 50.32%-49.8pp | 32.23%-31.7pp | 20.14%-19.6pp |
| Employer contribution / active EE | $7,048 | $3,444+104.7% | $5,501+28.1% | $2,281+209.0% |
| Participant deferral / active EE | $2,214 | $3,045-27.3% | $4,871-54.6% | $3,203-30.9% |
| Admin fee / account holder | $15,097 | $5,561+171.5% | $13,027+15.9% | $4,296+251.5% |